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© All Rights Reserved. ApplyBlast.com
Sanctuary Wealth
Concenture Wealth Management in Houston, TX is seeking a Client Service Associate to provide client service, administrative, and operational support for a growing wealth management team. This role is designed to support a high-touch client experience, ranging from learning core administrative processes to independently managing account maintenance, onboarding, and recurring client service workflows. The position offers opportunities for professional growth within a collaborative, planning-driven practice.
We have the roadmap, toolbox, experience and guidance to propel you along the transformative journey from employee to entrepreneur to successful business owner.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Sanctuary Wealth.